Documents

Annual ReportsBack to top

• Texas Prepaid Higher Education Tuition Program Annual Report
• LoneStar 529 Audited Financial Statements

FormsBack to top

• Account Maintenance Form
  Account Maintenance FormQuantity:
• Change of Beneficiary Form
  Change of Beneficiary Form Quantity:
• Change of Trustee/Rollover Form
  Change of Trustee/Rollover Form Quantity:
• Roth IRA Rollover Form
• Employee Payroll Deduction Form
• Employer Authorization Payroll Deduction Form
• Enrollment Application
  Enrollment Application Quantity:
• Enrollment Kit
  Enrollment Kit Quantity:
• Financial Advisor Change Form
  Financial Advisor Change Form Quantity:
• Third Party Access Form
• UGMA/UTMA Form
• Withdrawal Request Form
  Withdrawal Request Form Quantity:

LiteratureBack to top

• Allocation Worksheet
• Consumer Brochure
  Consumer Brochure Quantity:
• Contribution Coupon and Gift Announcement
• Plan Description and Savings Trust Agreement
  Plan Description and Savings Trust Agreement Quantity:
• Privacy Policy

Financial AdvisorsBack to top

• Financial Advisor Flyer

• You may also find the podcast linked below of interest, as it discusses how 529 plans can be a valuable way to build trust and deepen relationships with your clients – while offering them a great tax-advantaged way to save for future education costs.

  Listen Now

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